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Add "___ days ago" element to filters like "First/Last/Greatest Gift Date"
As Lists are set up currently in NXT, the "gift date" filters have options like "Specific date range" and "Last month/quarter/fiscal year", etc. However, one more element that would help immensely with automated workflows is to have a filter that ...1
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Add a Next 30/60/90 etc. Days range in the List filters
Right now you can see Next Month but if you're in the middle of the month and need to see the next 30 days of Actions (for example) you have to set a specific date range. It would be nice to be able to have a filter that is just saved for the next...2 Reviewed: Voting Open
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Be able to export the donor's number of years of giving and consecutive years of giving.
On a donor's record in web view you can quickly see their number of years of giving and their number of consecutive years of giving on the giving tile. We would like to be able to put that information in a list so that we can use it. We'd like to ...2
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Ability to filter by gift date added in NXT Lists / Gifts
Filtering on gift date (versus gift date added) is not useful when the need is to prepare a weekly list of gifts (not previously reported on) since not all gifts with the same gift date are added on the same day. We need to be able to pull lists b...3
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Add Organization Name as a stand alone column
All fields should be displayable in NXT lists. All fields should also be filterable. For example there is no way to display Organization as a standalone column in a list.1
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Bulk Edit of Action Lists
It would be extremely helpful and efficient to be able to mark a list of actions complete all at once, rather than doing each one individually. At certain times of year, we may have 80+ actions to mark complete.0
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Export Total Amount of Gifts for a Household
My organization lists donors in our Annual Report based on the amount they give. Some of our donors end up in the wrong list because RE can only export the total amount of gifts from a constituent and not the constituent and their spouse. For exam...1
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Seasonal Addresses for Map View
We'd like to be able to include seasonal addresses in the map view. We have a lot of snowbirds, and it would help a lot as we plan invite lists for winter events.0
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Manually Add Names with no other criteria in Lists
Right now, there doesn't seem to be a way to create a list of manually added names ONLY. I tried a work around of removing a saved list of all constituents, but every time a new account is added to the database, it is added to the list of manually...1
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Additional columns for Lists
I think our development officers would be more inclined to use Lists if the following fields were available for selection as a Column(s) in the Lists tool: Columns Constituent ID (this populates when you export to Excel, but I would like for it...9